《公司業績》九龍倉(00004.HK)全年虧轉盈賺9.45億元 派第二次中期息0.2元
九龍倉集團(00004.HK)公布截至去年12月底止全年業績,營業額189.5億元,按年升4.9%。虧轉盈賺9.45億元,上年同期蝕17.05億元;每股盈利0.31元。派第二次中期息0.2元,與上年同期相同。全年派息共0.4元。
去年基礎淨盈利35.66億元,按年增加10.76倍,主要因為應佔發展物業減值撥備減少至19.33億元,對比2022年為57.37億元。期內投資物業重估虧損16.17億元,對比2022年為7.35億元。
香港物業收入增加24%至11.26億元,營業盈利則下跌至3億元。內地發展物業方面,年內作出應佔減值撥備共18.55億元,主要涉及銷情緩慢的寫字樓存貨,確認入賬的收入減少35%至92.58億元,營業盈利減少37%至10.2億元。內地投資物業收入下跌1%至47.57億元,營業盈利下跌2%至31.6億元,由於人民幣疲軟,業績以港元折算時會較低。
酒店入上升66%至6.11億元,並從營業虧損恢復為盈利1.07億元。物流基建收入下跌20%至23.7億元,營業盈利下跌50%至3.78億元,因為地緣政治和全球貿易低迷,拖累香港和中國內地的吞吐量。
集團指,中國面對房地產市場低迷和消費意欲疲弱等不少國內挑戰。刺激消費尤其重要但並不容易。香港樓市受近日管控措施撤辣刺激而帶來起色,但隨著香港與內地日益深化融合,基本經濟表現在很大程度上取決於內地經濟。總體而言,外圍和本地諸多不明朗因素加劇市場波動,業務前景仍然被陰霾所籠罩,目前的各種困境或要較長時間才能徹底化解。
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